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IBM Retirement Fund: PEP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of IBM Retirement Fund on PEP, newest first. How the timeline and the estimate are built.

IBM Retirement Fund held 0 PEP shares at 2022-06-30 per its 13F-HR filed 2022-07-20.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 0 shares
    Change vs previous 13F -22,034 shares

    13F-HR 0001018825-22-000003 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2022-03-31
    13F 22,034 shares
    Change vs previous 13F -955 shares

    0.52% of the 13F portfolio, value $3,688,000.

    13F-HR 0001018825-22-000002 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-12-31
    13F 22,989 shares
    Change vs previous 13F -15,951 shares

    0.5% of the 13F portfolio, value $3,993,000.

    13F-HR 0001018825-22-000001 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2021-09-30
    13F 38,940 shares
    Change vs previous 13F +64 shares

    0.46% of the 13F portfolio, value $5,857,000.

    13F-HR 0001018825-21-000004 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2021-06-30
    13F 38,876 shares
    Change vs previous 13F -8,341 shares

    0.45% of the 13F portfolio, value $5,760,000.

    13F-HR 0001018825-21-000003 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2021-03-31
    13F 47,217 shares
    Change vs previous 13F -4,357 shares

    0.47% of the 13F portfolio, value $6,679,000.

    13F-HR 0001018825-21-000002 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2020-12-31
    13F 51,574 shares
    Change vs previous 13F +6,391 shares

    0.53% of the 13F portfolio, value $7,648,000.

    13F-HR 0001018825-21-000001 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2020-09-30
    13F 45,183 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $6,262,000.

    13F-HR 0001018825-20-000005 filed by IBM Retirement Fund
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).